Pershing Square: Big Tech AI capex is a growth bet, not a defensive burden
Pershing Square says Big Tech’s $740 billion AI capex is a growth bet, not a defensive cost, and free cash flow will beat forecasts either way.
03/11/2026 00:1216 min read
Meta
Meta Lost $400B, Issues More Stock, Analysts Still See 1.4x Potential
Meta's market cap dropped nearly $400B; it sold $35B in stock to fund AI. Analysts maintain a buy with an average target of $852, about 36% above current price.
27/10/2026 17:4210 min read
Magnificent 7 luster fades, but their index weight still moves markets
Magnificent 7 stocks show divergent moves ahead of earnings from Microsoft, Alphabet and Amazon; Nvidia and Tesla rise while Meta, Apple, Alphabet fall.
26/10/2026 20:1216 min read
Investors Penalize Tech Firms for AI Spending Decisions
Meta shares fell 7% as AI spending exceeded cash flow; other Big Tech earnings may face same investor scrutiny.
26/10/2026 03:2710 min read
Meta shares slide 7% on massive spending plans
Meta shares dropped 7% as investors reacted to massive future spending commitments of $825 billion, despite beating revenue estimates.
22/10/2026 17:2119 min read
Meta Adds Non-Voting Share Class to Raise Cash Without Diluting Votes
Meta will issue one non-voting Class C share per existing share, letting it raise cash without altering votes. Q3 free cash flow was negative $2.12 billion.
22/10/2026 05:1213 min read
Meta confirms $9.9B Q3 charge and plans 2-for-1 split
Meta detailed a planned 2-for-1 stock split and confirmed that a $9.9B charge drove its Q3 profit shortfall.
21/10/2026 22:1214 min read
Meta tops Q3 revenue and profit estimates but $9.9B legal fee lifts expense forecast
Meta beat Q3 revenue and EPS estimates but operating income missed, and expense guidance rose on $9.9B legal charge. Q4 revenue view above consensus.
21/10/2026 21:1314 min read
Meta Hit With $25B Fine; Stock Rises on AI Optimism
A New Mexico judge ordered Meta to pay $25 billion for privacy violations, but Meta stock rose 2% as investors field the penalty was manageable.
21/10/2026 20:1117 min read
UBS sets out three AI trade tests as Meta starts mega-cap earnings
UBS outlines three criteria for AI investment this earnings season; Meta's third-quarter report opens mega-cap tech results, with capex guidance central.
21/10/2026 00:1114 min read
Meta earnings: AI spending question looms after Nasdaq's 4% slide
Meta reports earnings this week against a shaky tech backdrop, with Wall Street focused on AI spending and the outlook for capital expenditures.
19/10/2026 09:1310 min read
Meta Shares Climb 3.4% After Muse Wonder Debut; Can Subscribers Fund AI?
Muse Wonder's release came Monday, and Meta shares rose 3.4%, about a third of September's 11% surge. Can subscribers cover that spending?
13/10/2026 02:438 min read
Zuckerberg Cashes Out $21M in Meta Stock; Insiders Shun Buying
Zuckerberg sold $21M in Meta shares; insiders made 172 trades with zero purchases. Wells Fargo still targets $1,000.
11/10/2026 14:418 min read
Trump's August Stock Trades Hit $273 Million, Topped by Meta and SpaceX
Trump's accounts made 517 stock trades in August totaling up to $273 million, including a $5-25M Meta purchase and SpaceX debt.
08/10/2026 20:1311 min read
Wells Fargo Lifts Meta Price Target to $1,000, Flags 2027 Earnings Dip
Wells Fargo raised Meta's price target to $1,000, citing Muse AI momentum but warning earnings may bottom in 2027.
07/10/2026 03:2710 min read